Associate Financial Advisor - Client-Focused Wealth Planning

Jamba Juice; Worthington (OH); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Health insurance

401(k)

Job summary

Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This role focuses on supporting existing client relationships and learning the advisory process.

You will work alongside the lead advisor, participate in meetings, prepare financial plans, and gradually assume more responsibility, with opportunities for professional growth and APMA designation after hire.

Qualifications

• Active Series 7 and Series 66 licenses.
• Active Ohio life and health insurance licenses.
• Some experience in banking, investments, wealth management, or another financial services environment.
• Excellent organization, follow-through, and attention to detail.
• Ability to explain financial information clearly and professionally.
• Interest in building a long-term career in financial planning and wealth management.
• APMA designation preferred or willingness to obtain after hire.
• Bachelor’s degree preferred.

Responsibilities

• Support existing client relationships and respond to client needs.
• Assist with financial planning and prepare meeting materials and recommendations.
• Participate in client meetings and coordinate follow-up activities.
• Help with rollovers, distributions, account questions, and service requests.
• Maintain accurate client records and ensure compliance with applicable requirements.
• Learn and use technology to improve the client experience.

Skills

Strong interpersonal skills

Client communication

Attention to detail

Team-oriented

Microsoft Office / Excel

Education

Bachelor’s degree preferred

APMA designation preferred or willing to obtain

Tools

Microsoft Office

Excel

Job description

Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This role focuses on supporting existing client relationships and learning the advisory process.

You will work alongside the lead advisor, participate in meetings, prepare financial plans, and gradually assume more responsibility, with opportunities for professional growth and APMA designation after hire.